Goldman Sachs The Markets

by Goldman Sachs

Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.

Episodes

Why copper is hitting record highs

8m · Published 24 May 15:34

Copper— the metal that's critical for everything from wind turbines to electric grids—surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy.

A market friendly data print— for now

8m · Published 17 May 04:00

While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal,head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.

Why big tech's earnings reveal a "bifurcated market"

5m · Published 10 May 04:00

While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.

Currencies, rates, and a volatile yen

7m · Published 03 May 14:58

The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.

Why investors should “expect the chop to continue”

9m · Published 26 Apr 04:00

How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.

Does the market need rate cuts?

9m · Published 19 Apr 15:10

"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.

Turning tail risks into tailwinds

9m · Published 12 Apr 04:00

With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more.

How investors are managing rising volatility

8m · Published 05 Apr 14:58

Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets.

Why Today's IPO Market May Surprise You

7m · Published 28 Mar 04:00

Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets.

How markets are responding to central bank moves

7m · Published 22 Mar 04:00

How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes.

Goldman Sachs The Markets has 53 episodes in total of non- explicit content. Total playtime is 7:36:40. The language of the podcast is English. This podcast has been added on May 7th 2023. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 13:41.